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Prerequisites — Serval-Managed in Your AWS

Complete the following before starting onboarding for the Serval-Managed in Your AWS delivery model. Serval will operate the deployment remotely via an operator appliance that you provision inside your AWS account during onboarding, so the items below must be ready when onboarding begins.

AWS account

  • A supported AWS account that you own and control
  • The ability to complete the bootstrap step Serval provides during onboarding
  • Internal approvals needed for Serval to operate the deployment remotely via the operator appliance in that account
This delivery model is single-tenant. The AWS account should be dedicated to the Serval deployment and not shared with unrelated production workloads.

Domain and DNS

  • A domain you own with the ability to create DNS records
  • DNS records for:
    • app.<your-domain> — the Serval web application
    • *.api.<your-domain> — backend API services (subdomain-based ingress)

Private network access (optional)

If Serval needs to reach resources on your internal network — on-prem Active Directory, internal LDAP, self-hosted GitLab, internal APIs — plan the connectivity path before onboarding. See Private Network Access for the common AWS patterns (Site-to-Site VPN, Direct Connect, Transit Gateway, private DNS resolution).

LLM / agent API keys

Provide your own keys for the AI providers Serval uses at runtime:
  • Anthropic API key — primary provider for AI agents and help desk functionality
  • OpenAI API key — used for embeddings, image description, and specific model tasks
These keys are installed into the deployment during onboarding. They never leave your environment.

Onboarding timeline

StepApproximate timeOutcome
Provide AWS account and complete bootstrap1–2 daysOperator appliance can begin provisioning the stack
Serval provisions and deploys2–3 daysApplication running at your domain
Configure core integrations1–2 hoursSlack, AI keys, and OAuth apps configured
Account setup~1 hourTeams, users, and workflows ready

Next steps

Serval-Managed in Your AWS — overview

Understand the split of responsibilities between Serval and your team.

Talk to Sales

Kick off onboarding.